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Redtail Technology Information

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Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Website http://www.redtailtechnology.com
Revenue $17.6 million
Employees 58 (57 on RocketReach)
Founded 2003
Address 3131 Fite Circle, Sacramento, California 95827, US
Phone (800) 206-5030
Fax (916) 352-6538
Technologies
Industry Software, Financial Services, Software General, CRM, Information Technology, Sales and Marketing, Document Management, Finance, SaaS
Web Rank 36298
Web Visits 1 Million
Keywords Financial Advisor Crm, Crm Software, Client Relationship Management, Crm For Advisors, Wealth Management Software, Web Based Crm, Relationship Management Software, Advisor Technology, Practice Management Software, Technology For Financial Advisors, Financial Technology Solutions, Client Portal Software, Financial Planning Software, Investment Management Software, Client Communication Platform, Secure Client Portal
Competitors Salesforce, Fidelity Investments, Morningstar, Addepar, eMoney Advisor, SmartAsset, Wealthbox, ClientWhys, Inc., Junxure +28 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 511 Companies, NAICS Code 5112 Companies, NAICS Code 51 Companies, NAICS Code 54 Companies, NAICS Code 511210 Companies, NAICS Code 51121 Companies, NAICS Code 541 Companies

Redtail Technology Questions

The Redtail Technology annual revenue was $17.6 million in 2026.

57 people are employed at Redtail Technology.

Redtail Technology is based in Sacramento, California.

The NAICS codes for Redtail Technology are [511, 5112, 51, 54, 511210, 51121, 541].

The SIC codes for Redtail Technology are [737, 73].

Top Redtail Technology Employees

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